Newport Trust Company

Newport Trust Company1 stands apart from the competition. Unlike most trust companies, we are a trustee focused on servicing retirement plans. Our seamless integration makes your retirement plan run efficiently. Administration, recordkeeping and trustee services are smoothly and fully integrated to deliver maximum efficiency for your plan. Our strong service standards ensure high quality operations. Newport Trust Company maintains a fully responsive, secure, reliable and effective operating environment with proper controls and safeguards. A wholly owned subsidiary of Newport Group, Newport Trust Company delivers a broad range of trust and custodial services. Our trustee services include:
  • Corporate trustee and custodial services
  • Services for the same-day processing of trades, individually directed accounts, separately managed accounts and company stock
  • Trust accounting, including:
    • Calculation of realized/unrealized gains and losses
    • Tax withholding, remitting and reporting
    • Daily utilization of company stock, separately managed accounts and fund portfolios
  • Allocation of plan sponsor and employee contributions
  • Collection and crediting of plan income
  • Disbursements of expenses and third-party payments
  • Check, ACH and wire distribution
  • Consolidated monthly statements and certified annual trust reports


1Newport Trust Company is a New Hampshire state-chartered trust company .
 

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Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services. Fiduciary consulting services are provided through Newport Group Securities, Inc., an SEC-registered investment adviser and FINRA-registered broker-dealer, and InterServ, LLC, an SEC-registered investment adviser. Newport Group Securities, Inc. and InterServ, LLC are affiliates of Newport Group, Inc. All securities transactions are provided through Newport Group Securities, Inc., in its role as broker-dealer. All fiduciary consulting services are provided through the registered investment adviser. when offering variable insurance products, Newport Group Securities, Inc. acts solely in its capacity as a broker-dealer.
Trust and custody services provided by Newport Trust Company, a New Hampshire state chartered trust company and wholly owned subsidiary of Newport Group, Inc.